Canvas Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Shawnee, KS
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
214
Total value ($000)
$549,902
Net value change ($000)
+42,800 (8.4%)
New positions
20
Sold out positions
13
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 6,616 29.0%
AAPL 5,064 22.4%
TSLA 4,593 35.0%
CTOS 2,623 9.3%
IVV 2,499 14.8%
ITOT 2,084 9.1%
PANW 1,787 28.3%
AVDE 1,653 16.6%
BRK-B 1,442 27.6%
NVDA 1,408 6.5%
Top Reduces (Value $000, Stocks/ETFs)
AVUV -1,422 -32.8%
NKE -862 -23.3%
ONEQ -854 -48.4%
AVLV -773 -73.0%
EL -770 -42.1%
IUSG -702 -4.0%
AMD -663 -6.4%
SPMD -546 -63.8%
FENI -481 -20.6%
GL -333 -48.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type